Bennett Associates Wealth Management Vanguard Bd Index Fd Inc Long Transaction History
Bennett Associates Wealth Management
- $122 Billion
- Q3 2024
A detailed history of Bennett Associates Wealth Management transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Bennett Associates Wealth Management holds 13,793 shares of BLV stock, worth $969,923. This represents 0.85% of its overall portfolio holdings.
Number of Shares
13,793
Previous 13,590
1.49%
Holding current value
$969,923
Previous $955 Million
8.54%
% of portfolio
0.85%
Previous 0.86%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
384Shares Held
42.8MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$647 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$236 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$178 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$163 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$150 Million5.15% of portfolio